How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Providence Wealth Advisors,

13F Portfolio OverlapQ1 2026Providence Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Providence Wealth Advisors, LLC is an institutional investor managing $157M across 80 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Providence Wealth Advisors, are Signet Investment Advisory Group,, Greystone Financial Group,, CapWealth Advisors,, with shared positions in $NEE, $HON, $WM, $KO, $AMGN, $IBM. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$NEE $HON $WM $KO $AMGN

$218M

69 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$WM $HON $IBM $LOW $AMGN $KO

$353M

78 positions

#3CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$NEE $IBM $HON $CEG $GILD $AMGN

$1.3B

118 positions

#4Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$NEE $IBM $AMGN $KO $BMY $VZ

$223M

109 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $GILD $KO $AMGN $BMY $SCHW

$1.4B

56 positions

#6MEYER HANDELMAN COActive

Notable overlap · 7 shared positions

$HON $IBM $GILD $ALL $AMGN $VZ

$3.2B

220 positions

#7BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$WM $HON $LOW $BMY $SCHW $WFC

$2.3B

264 positions

#8Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$HON $NEE $LOW $KO $WM

$336M

46 positions

#9William B. Walkup & Associates, Inc.Active

Notable overlap · 9 shared positions

$ALL $VLO $LOW $VZ $TRV $WFC

$167M

163 positions

#10Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$IBM $AMGN $KO $BMY $VZ $ALL

$308M

137 positions

#11Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$WM $IBM $LOW $AMGN $KO $HON

$272M

95 positions

#12Enhancing Capital LLCPassive

Notable overlap · 5 shared positions

$NEE $WM $BMY $HON $KO

$135M

86 positions

#13VANTAGE WEALTH

Notable overlap · 4 shared positions

$NEE $HON $AMGN $EMR

$463M

30 positions

#14Trinity Legacy Partners, LLCPassive

Notable overlap · 6 shared positions

$WM $VLO $AMGN $KO $EXC $VZ

$462M

106 positions

#15Yoffe Investment Management, LLCPassive

Notable overlap · 6 shared positions

$HON $IBM $KO $VZ $TRV $AMGN

$78M

111 positions

#16OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$NEE $WM $AMGN $EXC

$168M

30 positions

#17OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$HON $GILD $IBM $BMY $KO $VZ

$193M

108 positions

#18Hixon Zuercher, LLCPassive

Notable overlap · 5 shared positions

$NEE $HON $LOW $SCHW $WFC

$321M

85 positions

#19Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$NEE $IBM $AMGN $KO $TRV $WFC

$974M

782 positions

#20BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$HON $IBM $KO $LOW $VZ $NEE

$199M

110 positions

#21FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 5 shared positions

$NEE $IBM $GILD $KO $VZ

$1.5B

235 positions

#22Ark Wealth Advisors LLCPassive

Notable overlap · 6 shared positions

$NEE $WM $VLO $LOW $SCHW $EMR

$101M

80 positions

#23CONNING INC.Passive

Notable overlap · 7 shared positions

$VLO $KO $BMY $IBM $GILD $VZ

$3.0B

311 positions

#24Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$IBM $WM $AMGN $VZ $KO $TRV

$245M

98 positions

#25Brentview Investment Management LLCPassive

Notable overlap · 4 shared positions

$NEE $WM $CEG $LOW

$231M

63 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.